Are you able to retire at the same standard of living that you are living today?
SYSTEM + EXPERTISE = SECURE RETIREMENT
We help clients prepare for their desired retirement lifestyle. Our unique approach helps them uncover and eliminate hidden financial losses. We develop realistic retirement strategies and implement tailored systems to meet their financially secure retirement revenue.
Transition from
Old Way Retirement Products
Most individuals are using old-school retirement methods that may still work but are not efficient in today’s world. They…
- Invest in the wrong product, which can lead to poor returns and hinder progress toward a secure retirement.
- Misunderstand the rules of retirement products, resulting in unintended penalties, restrictions, or missed opportunities for maximizing savings.
- Ignore the tax implications of retirement products, leading to unexpected tax burdens during retirement.
- Lack of guidance, which makes it difficult to make informed decisions and tailor a retirement plan to their needs.
- Be unaware of withdrawal strategies, potentially resulting in unnecessary taxes, penalties, or inefficient use of retirement funds, which can impact long-term financial stability.
New Way Retirement System
Many individuals start to transition to a solid, simple, and safe retirement system that:
- It is aligned with their financial needs and capacity ensuring that it is suitable for their unique circumstances.
- Protect their money from market fluctuation and volatility.
- Get tax advantage results that minimize their tax liabilities and maximize their retirement income.
- It guarantees positive returns with no-risk investments and safeguards their capital from potential losses.
- Offers flexibility and control over their capital allowing them to make informed decisions about when and how to use their retirement funds.
FINANCIALLY SECURE MISSION
Helping clients receive the proper retirement advice, education, and information, so they can gain clarity, confidence, and control.
CREATING YOUR OWN L.U.C.K.
LIQUIDITY
It provides financial flexibility, allowing you to cover unexpected expenses, seize opportunities, or meet financial obligations promptly, offering you a sense of security. Liquidity means having cash or easily accessible funds that can be used for immediate or short-term needs. Regardless of the value of your assets, without access to liquidity, you may run into many financial problems. Poor cash or lack of liquidity can be one of the reasons individuals might struggle financially.
USE
The ability to use money means having the freedom and flexibility to allocate and use your financial resources according to your needs and desires. Having the power to decide how to use your money for various purposes such as buying a new car, investing in opportunities, saving for retirement, or supporting causes that are important to you. You make the rules for using your money and you have the autonomy to make choices that align with your values and optimize your financial well-being.
CONTROL
When you have control over your money you have the ability and autonomy to make informed decisions about how to earn, spend, save, and invest your financial resources. You are empowered to shape your financial future, prioritize your needs, and achieve financial stability and independence. However, this involves being knowledgeable about your financial situation, actively managing your finances, and aligning your financial choices with your goals and values.
KNOWLEDGE
Having knowledge of how to manage your money means possessing the understanding, skills, and awareness necessary to effectively handle your financial resources. It involves being familiar with concepts such as budgeting, saving, investing, and debt management. With this knowledge, you can make informed decisions, set realistic goals, and implement strategies to optimize your financial well-being, ultimately gaining control over your financial future.
Here is how it works
Personal Consultation
We provide you with the opportunity to understand your unique retirement needs and goals without any financial obligation or cost.
Innovative Assessment Tool
Our unique online worksheet streamlines the financial needs analysis process, delivering a tailored system that perfectly matches your specific financial retirement needs.
Stress-Free Implementation
We oversee and manage the implementation of your system from beginning to end.
Ongoing Service & Support
We strive to provide stellar service and support, addressing any questions or concerns that may arise.
Your Benefits
Become Great With Money
You can become great with money. Actually, you can take your financial health from good to great. It all starts with understanding how money flows, knowing exactly where you are today and where you want to be in the future. Know the financial rules and play a more efficient financial game. Solidify your financial health and stop losing money unknowingly and unnecessarily.
Achieve Comfortable Retirement
You can achieve a comfortable retirement when you start to make your future a priority. Advance planning, financial self-discipline, saving, and reducing spending can help you meet your financial retirement needs. Maximizing retirement income in tax-efficient ways requires smart decisions around complex topics such as CPP/QPP, OAS, RRSP, and TFSA withdrawals.
Leave Meaningful Legacy
Proper estate planning is crucial to efficiently protect and then pass the assets to your heirs. Working with professionals e.g. financial planner, lawyer, notary, accountant, and insurance specialist ensures that you receive appropriate advice and expertise that are always up-to-date on changes in legislation, income, or estate tax laws so your bequests will not be impacted.
Tap into the knowledge of expert who engage in this practice daily
As a dedicated financial security advisor specializing in retirement strategies, I have invested countless hours in developing tailored approaches specifically designed for entrepreneurs, small business owners, and professionals who seek to build their own retirement income systems.
Liliana Danila, B.Sc., FSA, CLU
My services are tailored to individuals at various stages of life, whether they are embarking on their entrepreneurial journey or starting their careers, or they have only a decade left to prepare for their retirement income.
They are free of charge, but I have strict criteria for selecting clients. I am committed to serving those with good intentions, a collaborative mindset, and a willingness to put in the necessary effort to create a thriving retirement revenue.
I do not endorse or promise overnight success or “get-rich-quick” schemes. Instead, I focus on delivering comprehensive strategies that prioritize long-term financial stability and sustainable growth.
If you are ready to embark on your retirement planning journey with a trusted advisor who values your financial well-being, I am here to guide you every step of the way. Let’s work together to build a secure and prosperous future for your retirement.
EDUCATION AFFILIATION
